Streamline workflows, increase visibility and improve collaboration with our Microsoft Teams, Slack and Salesforce integrations.
Microsoft Teams & Slack
Microsoft Teams and Slack are team communication and chat platforms that help bring people together so they can get things done.
The Teams and Slack integrations aims to improve team co-ordination and gain greater visibility to all legal matters in the Xakia matter management system.
Designed to keep you informed, the integration sends the following notifications with a link to Xakia to shared channels in Teams/Slack:
Matters created
New legal intake request received
“Our General Counsel can focus on being less reactive and more strategic, now that she has the big-picture visibility with Xakia.”
Salesforce
Xakia Legal Requests for Salesforce will streamline workflows and improve collaboration between the Sales and Legal teams.
Sales teams can easily create a legal request in Xakia directly from opportunities in Salesforce. There’s no duplicate data entry, and key information and updates are automatically displayed in Salesforce.
Key features:
The Sales team will be able to raise a legal request in Salesforce
Ability to add links to documents in Salesforce
Communicate through Salesforce Chatter and Xakia Discussion
Everything lives in one placLegal Team can view and triage requests in Xakia e
Note: The Xakia-Salesforce integration is available on the Advance and Professional plans. There is a US$950/company/year fee.
